- I enjoy helping others and giving back to the community events/ Fundraising
- Baking and pastry-making,
- Tech enthusiast, passionate about exploring the latest advancements
- Mindfulness Practices/Music /Gardening/ Anmal care
- Food justice advocate, working to address food insecurity and promote access to healthy, affordable food
Jeannine Hassanali
Cascade,Port of Spain
Summary
Results-oriented achiever with the ability to drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver solutions and enhance organizational performance.
Now poised to for new challenges to advance organizational objectives with dedication and enthusiasm.
Overview
34
34
years of professional experience
Work History
Retirement Plan Administrator II/Senior Supervisor
First Citizens Trustee Services Limited
Port of Spain
03.2018 - 03.2022
- Responsible for the strategic oversight of 32 retirement, savings and employee share ownership plans, while leading a team of six to optimize daily trusteeship operations.
- Developed and implemented strategic initiatives based on analysis of service delivery workflows to elevate service quality standards.
- Achieved timely processing of benefit payments and disbursements for statutory fees, PAYE income taxes, and regulatory charges, which strengthened financial compliance. Improved operational efficiency by streamlining approval processes for pension payrolls and payments.
- Achieved compliance through effective collaboration with attorneys, actuaries, auditors, and regulators, resulting in successful implementation of changes to trust deeds and plan rules.
- Delivered compliance reports that informed senior management decisions, enhancing strategic direction. Improved operational efficiency by reviewing workflows and maintaining strict adherence to institutional policies. Mitigated risks by identifying and reporting internal breaches, leading to corrective actions that benefited both the company and clients. Strengthened internal controls and administrative systems through thorough evaluations, resulting in improved operational integrity.
- Enhanced team capabilities by organizing impactful training sessions and conducting performance evaluations. Enabled successful execution of new strategies and projects through dedicated support to senior management.
- Generated marketing presentations and proposals that attracted significant business opportunities.
Administrative Officer, Pensions & Mutual Funds & Operations Supervisor
First Citizens Investment Service (formerly Caribbean Money Market Brokers Limited)
Wainwright Street St. Clair, Port Of Spain
04.2006 - 02.2018
- Administered pension fund portfolios for clients, guaranteeing alignment with established investment strategies and compliance standards.
- Analyzed data and produced reports to support informed decision-making in strategic planning and risk assessment initiatives.
- Coordinated efforts with diverse teams to drive improvements in operational processes and service quality.
- Implemented rigorous compliance measures to uphold industry standards and reduce risk exposure for the organization.
- Implemented structured meetings to improve team collaboration and foster an environment of open communication.
- Engaged with key stakeholders to promote increased collaboration and drive strategic partnerships.
- Led cross-functional teams in addressing intricate challenges, resulting in streamlined problem-solving methodologies.
- Facilitated professional growth for junior officers by offering targeted guidance and support in their career paths.
- Designed detailed training resources to ensure new recruits are well-prepared for potential threats.
- Designed and enforced protocols for the secure management of sensitive information, guaranteeing compliance with legal standards and protection of confidentiality.
- Executed systematic data collection and organization for efficient input into digital database.
- Optimized database systems for effective tracking and comprehensive analysis of operational metrics.
Administrative Officer, Client Services
Scotiatrust & Merchant Bank Trinidad and Tobago Limited
09.2001 - 03.2006
- Performed the administrative functions associated with being a Corporate Trustee and Fiduciary for a portfolios of Trust accounts, (i.e. Corporate Pension Funds, Individual Estates, Settlements, Wealth Management Clients, Government/Corporate Bonds), research and the commissioning and review of professional services required to fulfill statutory obligations as a Corporate Trustee i.e. audits, actuarial valuations & legal; Responsible for the filing of all statutorily required documents to the statutory bodies according to their required deadlines i.e. Central Bank of Trinidad & Tobago (CBTT), Board of Inland Revenue (BIR) & the Securities & Exchange Commission (SEC); Responsible for the performance of Corporate Secretarial duties for a portfolio of clients i.e. preparation and submission of documents to the Company’s Registry within the statutory deadlines for Annual Returns, attending Board of Directors Meetings, preparation of the Notices of Meetings, Agendas and Minutes and dissemination of same to the members of the respective Boards. Ensuring the effective management of customer relationships, by developing relationships and maintaining a thorough knowledge of each client’s accounts, in support of the Manager of the department; An active member of the Bank’s Family Day Organising Committee.
Trainee Personal Banking Officer– Scotia Centre Branch
Scotiabank Trinidad and Tobago Limited
Port of Spain, POS
09.1998 - 03.1999
- Oversaw credit card loan delinquency portfolio, achieving record low delinquency rates while delivering exceptional private banking services to high net worth clients.
Teller/Deposit Accounting Clerk
Scotia Bank Trinidad and Tobago Limited
56-58 Richmond St. POS
05.1993 - 08.1998
- Processed customer transactions efficiently, ensuring accuracy in cash handling and record-keeping.
- Maintained knowledge of bank products, effectively promoting services to meet customer needs.
- Assisted customers with account inquiries, providing exceptional service and support to enhance satisfaction.
- Trained new tellers on operational procedures and customer service standards to ensure consistency.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
- Demonstrated adaptability during peak business hours by multitasking and prioritizing tasks to maintain efficiency and quality of service.
- Supported team members in achieving branch goals through collaboration, communication, and shared responsibilities.
- Monitored and reported suspicious activity in line with bank security policies.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Enhanced fraud detection efforts by vigilantly identifying suspicious activities and transactions.
- Ensured compliance with banking regulations by accurately completing all required reports and paperwork.
Reservations & Ticketing Agent
Pan American World Airways
Hilton Hotel Lady Young Rd. POS
06.1988 - 03.1993
- Processed customer ticket requests efficiently using reservation systems.
- Assisted passengers with travel inquiries and managed scheduling changes.
- Coordinated ticket issuance and ensured compliance with airline policies.
- Resolved customer complaints effectively, enhancing passenger satisfaction.
Education
Mediation & Conflict Resolution Certification
Conflict Resolution & Mediation Centre of Trinidad & Tobago
Port Of Spain Trinidad & Tobago-2 - Law
University of Wolverhampton England
Wulfruna St. Wolverhampton, United KingdomCertificate - Banking Courses: Introduction to Banking; Business Communications; Economics; The Legal Environment; Customer Services
Institute of Banking of Trinidad and Tobago
Port of Spain, Trinidad & TobagoWord Processing, Database and Spreadsheets
National Academy of Business Arts and Computing
Port of Spain, Trinidad & TobagoCaribbean Examination Council - General Proficiency: English A; English B; Mathematics; Principles of Business; Caribbean History; Biology; Chemistry
Holy Name Convent Secondary School
Port of Spain, Trinidad & TobagoSkills
Received letters of commendation from branch managers for exemplary customer service and contributions to various projects
Implementation of Advisorware database software
Team leadership with interpersonal sensibilities
Analytical, creative and rational thinker to drive innovative solutions
Directed and inspired a team of 15 individuals as President of an NGO for five years
Received letters of commendation from branch managers for exemplary customer service and contributions to various projects
References
- Available upon request
Interests
Workshops Seminars
- Ornamental Plant Production 2026 & Landscape Management & Design 2026
- Pension Fund Administration Seminar, Consultant Actuary Simon Sutcliffe, 2015; Occupational Pensions Act Proposal, Consultant Actuary Tim Kimpton, 2013; Focus on Recent Developments Affecting Occupational Pension Plans, Kyle Rudden, 2008
- FATCA System Changes & Onboarding Workshop, 2015; Trinidad & Tobago Financial Services AML CFT Customer Due Diligence, 2015 & AML CFT Orientation, 2015; Anti Money Laundering/Countering Finance of Terrorism Compliance Programme, 2014
- BCP Awareness ISO 22301 standards which govern BCP and Disaster Management, 2014
- Protocol & Event Management Workshop, Lenore Dorset -2014 & Effective Communication Skills, Maxine Barnett, 2014
- Navigating Change in the Workplace, Anthony L. Watkins, 2012
- Understanding Mutual Funds, UWI lecturer Prakash Ramlakhan, 2011; Understanding & Selling Mutual Funds, 2004
Affiliations
- Board Member the Maria Alonzo Goretti Group; Lifetime Member of the Holy Name Convent Past Pupils Association; Retired Secretary – Caribbean Health Foundation; Immediate Past President – Holy Name Convent Past Pupils Association; President – Holy Name Convent Past Pupils Association 2007-2012; Former Member of the St. Patrick’s R.C. Church Folk Choir; Former Member of the St. Theresa’s Folk Choir
Languages
English
Advanced (C1)
Timeline
Retirement Plan Administrator II/Senior Supervisor
First Citizens Trustee Services Limited
03.2018 - 03.2022
Administrative Officer, Pensions & Mutual Funds & Operations Supervisor
First Citizens Investment Service (formerly Caribbean Money Market Brokers Limited)
04.2006 - 02.2018
Administrative Officer, Client Services
Scotiatrust & Merchant Bank Trinidad and Tobago Limited
09.2001 - 03.2006
Trainee Personal Banking Officer– Scotia Centre Branch
Scotiabank Trinidad and Tobago Limited
09.1998 - 03.1999
Teller/Deposit Accounting Clerk
Scotia Bank Trinidad and Tobago Limited
05.1993 - 08.1998
Reservations & Ticketing Agent
Pan American World Airways
06.1988 - 03.1993
Mediation & Conflict Resolution Certification
Conflict Resolution & Mediation Centre of Trinidad & Tobago
-2 - Law
University of Wolverhampton England
Certificate - Banking Courses: Introduction to Banking; Business Communications; Economics; The Legal Environment; Customer Services
Institute of Banking of Trinidad and Tobago
Word Processing, Database and Spreadsheets
National Academy of Business Arts and Computing
Caribbean Examination Council - General Proficiency: English A; English B; Mathematics; Principles of Business; Caribbean History; Biology; Chemistry
Holy Name Convent Secondary School